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Okavango Delta, Botswana
Trails within waters of lagoon
© Robert B. Haas

Team

Investment Team

Martin E. Chavez – Co-Founder and Managing Partner

Martin E ChavezMartin Chavez is a Co-Founder and Managing Partner of NMS. Prior to forming NMS in 2010, Mr. Chavez was a Managing Director for four years in the Merchant Banking Division of The Goldman Sachs Group, Inc. (“Goldman Sachs”) Mr. Chavez was one of the two senior members charged with investing in and leading the group of portfolio companies acquired by NMS from Goldman Sachs.

Prior to joining the Merchant Banking Division of Goldman Sachs in 2004, Mr. Chavez spent five years in the Investment Banking Division of Goldman Sachs and one year in the Principal Investment Area of Goldman Sachs. During his tenure in the Investment Banking Division, Mr. Chavez specialized in the area of mergers and acquisitions, advising publicly and privately held corporations across a wide array of industries in the industrial and business services sectors.

Between 1997 and 1998, Mr. Chavez was an Associate at SBC Warburg. Between 1993 and 1995, Mr. Chavez was an Engineer for 3M Corporation focusing on manufacturing operations. Mr. Chavez is currently a member of the Board of Directors of Global Novations, MCCI, SunCrest Healthcare, and Geoscape. Mr. Chavez was formerly a Board member of H2O Plus. In addition, Mr. Chavez is a Board member of the New American Alliance and Hispanic Scholarship Fund Northeast Region, both non-profit organizations.

Mr. Chavez received an M.B.A. from Harvard Business School in 1997 and a B.S. in Electrical Engineering from the University of Michigan in 1993. Mr. Chavez has also completed the Harvard Business School Executive Education Board of Directors Leadership program.


Kevin M. Jordan – Co-Founder and Managing Partner

Kevin M. JordanKevin Jordan is a Co-Founder and Managing Partner of NMS. Prior to forming NMS in 2010, Mr. Jordan was a Managing Director for eight years in the Merchant Banking Division of Goldman Sachs. Mr. Jordan was one of the two senior members charged with investing in and leading the group of portfolio companies acquired by NMS from Goldman Sachs.

Prior to joining the Merchant Banking Division of Goldman Sachs in 2003, Mr. Jordan spent six years within the Leveraged Finance Group of Goldman Sachs, a part of the Investment Banking Division of Goldman Sachs. During his tenure in the Leveraged Finance Group, Mr. Jordan specialized in leading the sourcing and execution of highly leveraged bank loans and high yield bonds. Transactions completed were across a very wide range of industries, and included sponsor backed leveraged buyouts as well as acquisition financings and corporate refinancings.

Between 1995 and 1997, Mr. Jordan was a Vice President at Lehman Brothers, where he specialized in Leveraged Finance. Mr. Jordan began his Wall Street career at Dillon, Read & Co. Inc. in 1990, where he joined the Investment Banking Division as an Analyst specializing in Corporate Finance, and was subsequently promoted to Associate after two years, before leaving in 1995.

Mr. Jordan is a member of the Board of Directors of MCCI and Geoscape, and was formerly a director of H2O Plus. Mr. Jordan is active in inner-city education causes, having served on the Loan Committee of the Bronx Preparatory Charter School and the Board of Student Sponsor Partners. He also serves as a Board member of the National Association of Investment Companies.

Mr. Jordan graduated Magna Cum Laude from the College of the Holy Cross with a B.A. in Economics in 1990.


Wyche H. Walton – Partner

Wyche H. WaltonWyche Walton has been a Partner with NMS since its formation in 2010. Prior to joining NMS, Mr. Walton was a Partner and Managing Director for Haas Wheat & Partners (“HWP”), a Dallas-based private equity firm specializing in strategic equity investments and leveraged buyouts of middle market companies. While at HWP, Mr. Walton held the titles of Managing Director (from 2001 to 2010), Senior Vice President (from 1996 to 2001) and Vice President (from 1995 to 1996).

During his 16-year tenure at HWP, Mr. Walton was integrally involved in the firm’s activities, including the strategic implementation of the firm’s investment philosophy, the origination, development and evaluation of investment opportunities, as well as the structuring, negotiation and execution of the firm’s transactions. Mr. Walton played a significant role in the firm’s investment transactions including portfolio company acquisitions, strategic minority investments, recapitalizations, add-on acquisitions, public equity offerings, debt financings, and execution of exit strategies for HWP’s portfolio investments.

Between 1994 and 1995, Mr. Walton served as Vice President at McGarr Capital Partners, a hedge fund located in Dallas, Texas and from 1988 to 1994 worked at KPMG LLP, where he specialized in financial services and consumer product businesses, and was appointed manager in 1993.

Mr. Walton is a member of the Board of Directors of SunCrest Healthcare and Geoscape and was formerly a director of H2O Plus, Playtex Products (formerly NYSE: PYX), Smarte Carte Corporation, and Nebraska Book Company.

Mr. Walton received his B.B.A. from Baylor University in 1988


James G. Wilson – Partner

James G. WilsonJames Wilson has been a Partner with NMS since its formation in 2010. Prior to joining NMS, Mr. Wilson was a Partner and Senior Vice President for HWP. While at HWP, Mr. Wilson held the titles of Senior Vice President (from 2002 to 2010) and Vice President (from 1998 to 2002).

During his 13-year tenure at HWP, Mr. Wilson was responsible for identifying and evaluating investment opportunities, overseeing the firm’s due diligence activities and monitoring the firm’s investments. Mr. Wilson was also responsible for the financial reporting, tax, and investor communications for the firm and its affiliates.

Between 1994 and 1998, Mr. Wilson served as a Manager in the finance and accounting department of Coca-Cola Enterprises, and from 1990 to 1994 worked at KPMG LLP, where he specialized in the consumer products and energy business lines, and was appointed senior accountant in 1993. From 1989 to 1990, Mr. Wilson was a credit analyst at Bank One Corporation.

Mr. Wilson is a member of the Board of Directors of MCCI. Mr. Wilson is on the Board of Trustees for The Covenant School of Dallas, and for Harvesters Reaching the Nations, an orphanage and school serving the people of South Sudan.

Mr. Wilson graduated from Baylor University with a B.B.A. in 1989.


David M. Peterson – Associate

David PetersonDavid Peterson has been an associate with New MainStream Capital since 2012. Prior to joining NMS, Mr. Peterson was an associate at Waud Capital Partners (“WCP”), a Chicago-based, middle-market private equity firm focused on healthcare and business services investments. During his tenure at WCP, Mr. Peterson was responsible for identifying and evaluating investment opportunities, conducting due diligence and monitoring the firm’s investments.

Prior to joining WCP, Mr. Peterson was an Analyst in the healthcare investment banking group of Houlihan Lokey in Chicago where he worked on a variety of M&A transactions and equity and debt financings across many healthcare services sectors, including home health, hospice, long-term care and behavioral health.

Mr. Peterson holds a B.B.A., with high distinction, in Finance and Accounting and a minor in Economics from the University of Michigan.


Travis Rae – Associate

Travis RaeTravis Rae is an Associate and the Controller for New MainStream Capital. Mr. Rae is involved in the firm’s due diligence activities and monitoring of the firm’s investments. Mr. Rae also has responsibilities for the financial reporting, tax and investor communications of the firm.

Prior to joining NMS, Mr. Rae served as Controller for Unified 360, LLC, a private Dallas-based technology company. While at Unified 360, Mr. Rae was primarily responsible for all financial reporting, finance, accounting and human resource duties of the organization. Mr. Rae was also involved in the negotiation and execution of all client agreements and client third party financing.

Mr. Rae’s background includes experience previously with KPMG, LLP and Whitley Penn, LLP where he was responsible for a range of audit and advisory services for public and private clients, specializing in consumer, industrial and energy business lines.

Mr. Rae graduated from the University of Texas at Dallas with a Masters of Accountancy and a BBA in Accounting. Mr. Rae is a Certified Public Accountant licensed in the State of Texas.


Advisory Committees

Robert B. Haas – Chairman, Strategic Advisory Committee

Robert B. HaasMr. Haas is Chairman of the Strategic Advisory Committee of NMS since 2010. Prior to his current role with NMS, Mr. Haas was Chairman of the Board of HWP, which he co-founded in 1992. Prior to HWP, Mr. Haas co-founded the firm Hicks & Haas (“H&H”) in 1984, and has been engaged in leveraged acquisitions and strategic equity investments since that time.

HWP and H&H consummated a number of highly noteworthy acquisitions, including Dr Pepper Company, The Seven-Up Company, Sybron International Corporation, Nebraska Book Company, and AMN Healthcare Services. Prior to co-founding H&H, Mr. Haas was a principal of Intercapco, Inc. from 1978 to 1984, and a lawyer at Burke, Haber & Berick, specializing in corporate and securities law, from 1972 to 1978.

In addition to his investment career, Mr. Haas is the author and photographer of a series of ten books, including five published by National Geographic Society, most notably Through the Eyes of the Gods: An Aerial Vision of Africa (2005), Through the Eyes of the Condor: An Aerial Vision of Latin America (2007), and Through the Eyes of the Vikings: An Aerial Vision of Arctic Lands (2010). His photography has been exhibited in numerous venues throughout the world and has been the subject of features on CBS News Sunday Morning, ABC News Nature’s Edge, and CNN. Through the Eyes of the Gods and Through the Eyes of the Condor are two of the most widely distributed single photographer works in National Geographic’s history.

Mr. Haas received a J.D. from Harvard Law School in 1972 and a B.A. from Yale University in 1969, and has endowed professorships in Corporate Finance at both Harvard Law School and the Yale School of Management.


Jose Armas, MD – Member, Operating Executive Council

Dr. Jose Armas Dr. Armas has been a Member of the NMS Operating Executive Council since 2010. Dr. Armas is currently Chairman of the Board and a founder of MCCI, a network of healthcare clinics and affiliated physician groups that provide medical services on behalf of managed care organizations. Prior to the formation of MCCI in 1998, Dr. Armas participated in the founding of several healthcare related enterprises, including Atenda Healthcare Solutions and FLACS. Between 1993 and 1998, Dr. Armas was an Associate Medical Director of Humana Health Plan, Inc. and a Senior Vice President of Coastal Physician Group.

Dr. Armas is a Member of the National Advisory Board of Health Research Resources, Inc., and serves as Chairman of Quality Management for Gold Star Medical Management. In addition, he is a member of the Humana Utilization Committee and the Board of statewide Florida Independent Physicians Association. Dr. Armas is also a member of the Advisory Board of Georgetown University.

Dr. Armas graduated with Honors from Universidad Católica, Madre Maestra in 1982. He completed post-graduate training at Mt. Sinai Medical Center and St. Barnabas Hospital in 1985.